Fund Screener

American Funds College 2024 Fund was closed on March 22, 2024 and assets were merged into American Funds College Enrollment Fund.

Sort Order: To change the order of the funds in the table, click on the column header for any data point provided. By default, funds are shown in the following order: American Funds, then all other funds sorted in descending order by monthly lifetime return.

SELECT FILTERS

Funds

SAVE

MANAGE

Fund Family & Classification
- American
  Funds Only
- All Fund
  Families
Share Class
Reset
Asset Type
Reset
Objective
Reset
Select one or more fund families
Reset
- Quick Filters
- Morningstar Classification
Reset
Quick Filters
Equity
Allocation
Fixed Income
Target Date
Reset
MORE
Reset
MORE
Reset
MORE
Reset
Reset
Morningstar Asset Class
Reset
Morningstar Category
Select Asset Class(es) before Morningstar Category.
Reset
Fees & Expenses

Net Expense Ratio
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2.0
2.1
2.2
2.3
2.4
2.5
+
MORE
Reset
Net Expense Ratio
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2.0
2.1
2.2
2.3
2.4
2.5
+
MORE
Reset
12b-1 Fee
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
Reset
12b-1 Fee
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
Reset
Max. Sales Charge
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2.0
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
3.0
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
4.0
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
5.0
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9
6.0
+
Reset
Max. Sales Charge
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2.0
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
3.0
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
4.0
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
5.0
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9
6.0
+
Reset
Minimum Investment
0
$250
$500
$750
$1000
+
LESS
Reset
Minimum Investment
0
$250
$500
$750
$1000
+
LESS
Reset
Returns

Avg. Annual Total Return
at NAVLifetime
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
MORE
+ Add Another Timeframe
Reset
Avg. Annual Total
Return at NAV1 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
Reset
Remove
Avg. Annual Total
Return at NAV3 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
Reset
Remove
Avg. Annual Total
Return at NAV5 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
Reset
Remove
Avg. Annual Total
Return at NAV10 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
Reset
Remove
Avg. Annual Total
Return at NAV15 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
Reset
Remove
30-Day SEC Yield
0.0
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.5%
4.0%
+
LESS
Reset
Risk

Standard Deviation
3 yr
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
+
MORE
Reset
Beta
3 yr
-
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
+
Reset
Sharpe Ratio
3 yr
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
+
Reset
R-Squared
3 yr
0
50
55
60
65
70
75
80
85
90
95
+
Reset
Upside Capture Ratio
3 yr
-
70
75
80
85
90
95
100
105
110
115
120
125
130
+
Reset
Downside Capture Ratio
3 yr
-
70
75
80
85
90
95
100
105
110
115
120
125
130
+
Reset
Bond Characteristics
Avg. Duration
-
1yr
2yrs
3yrs
4yrs
5yrs
6yrs
7yrs
8yrs
9yrs
10yrs
+
Reset
Avg. Coupon
0
1
2
3
4
5
6
7
8
+
LESS
Reset
Other Attributes

Overall Morningstar Rating
MORE
Reset
Morningstar Benchmark
Reset
Market Cap
Average
0
200M
2B
5B
20B
+
Reset
Portfolio Turnover
0
10%
20%
30%
40%
50%
60%
70%
80%
+
Reset
Years Since Inception
0
1yr
2yrs
3yrs
4yrs
5yrs
6yrs
7yrs
8yrs
9yrs
10yrs
11yrs
12yrs
13yrs
14yrs
15yrs
+
Reset
Avg. Manager Tenure
0
1yrs
2yrs
3yrs
4yrs
5yrs
6yrs
7yrs
8yrs
9yrs
10yrs
11yrs
12yrs
13yrs
14yrs
15yrs
16yrs
17yrs
18yrs
19yrs
20yrs
+
LESS
Reset

Read important investment disclosures

Get started by selecting filters for your screen.

ADD TO TRACKER COMPARE IN DEPTH

Who are you ?

Investments

RESOURCES & RESEARCH

PORTFOLIO SOLUTIONS

MORE OFFERINGS

OUR APPROACH

Insights

Capital Ideas Pro™:Access to special events, courses and consulting to help you grow.

CATEGORIES

FEATURED

LEARNING CENTER

Tools & Resources

CLIENT ACCOUNT SUPPORT

INVESTMENT TOOLS

RETIREMENT PLANS

About Us